EmailIRA Workshop
This two-day IRA workshop provides in-depth training that you would not otherwise attain in a one-day program. In addition to learning the basics of IRAs, attendees will discuss more advanced topics, such as how to take advantage of the enhanced portability rules between eligible retirement plans and Roth IRAs and the requirements for directly moving IRA assets to health savings accounts (HSAs). Attendees will also learn how recent changes in the IRA industry (e.g., extended deadlines for taking qualified charitable distributions and making 2010 IRA contributions) will affect their daily operations. With hands-on interactive learning, attendees will gain a solid understanding of how to apply their IRA knowledge in real-life situations. The Two-Day IRA workshop is one of our most popular seminar offerings…..don’t miss out on this important training opportunity!
Course Topics
• Introduction to IRAs
• Establishing and Funding IRAs
• Moving assets between IRAs
• Moving assets between employer-sponsored retirement plans and IRAs
• Removing excess contributions and recharacterizing contributions
• Distributing IRA assets
• Distributing IRA beneficiary assets
• Reporting IRA transactions
Who Should Attend?
• Industry professionals who need to become more comfortable with Traditional and Roth IRA rules
• Those responsible for ensuring a compliant IRA department
• Those who are new to IRAs and need an understanding of the basics of Traditional and Roth IRAs
• Those looking for an update on the latest industry changes
Schedule and Registration Information
Choose the delivery type that best suits your needs. Tuition includes textbook (if applicable).
Webinar times are EST. All other class times are local time.
| Delivery Type | Start Date | End Date | Start Time | End Time | Location | Tuition | |
|---|---|---|---|---|---|---|---|
| In-House | Any | Submit Request |
